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Sample Reports

               

The Risk Type Compass® assigns people to one of eight distinctive Risk Types.

It facilitates planning, research and discussion about risk awareness, risk tolerance, and decision-making. This assessment identifies the potential benefits and challenges faced by different Risk Types in different roles. It provides Coaches, Consultants and Financial Advisers with a sound basis for client engagement and portfolio management for Financial Advisers.

The Risk Type Compass® is an online assessment of a client’s appetite for risk based on their personality characteristics. It provides Coaches, Consultants and Financial Advisers with a sound basis for client engagement and portfolio management for Financial Advisers.

It is developed based on the 5 factor personality model. Personality determines whether, deep down, we are anxious or reckless, optimistic or pessimistic, trusting or wary, organized or spontaneous, excitement seeking or cautious.

All these personality factors contribute to our Risk Type.

Become Certified  to deliver this assessment!

risk awareness tolerance

The Risk Type Compass®:

  • sets up an engaging and constructive client discussion
  • gives deeper insight into risk appetite than focusing solely on current attitudes
  • offers clients a route for exploring their own risk-taking limits
  • frames a responsible and meaningful agenda for portfolio decisions
  • uses everyday language to capture the essence of risk tolerance
The Risk Type Compass:
  • Typically requires just 15 to 20 minutes to complete
  • Immediately delivers reports to your inbox
  • Assigns clients to a clearly defined Risk Type
  • Considers risk appetite from both personality and attitude perspectives
  • Provides a precise overall index of Risk Tolerance the RTi
  • Meets rigorous requirements for reliability and validity of assessment


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